See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,573 | $97,044+107.7% | $83,333+141.9% | $135,375+48.9% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -8.25% | 12.31%-20.6pp | 10.63%-18.9pp | 519.73%-528.0pp |
| Employer contribution / active EE | $3,626 | $4,143-12.5% | $3,379+7.3% | $4,779-24.1% |
| Participant deferral / active EE | $6,908 | $5,964+15.8% | $5,565+24.1% | $5,609+23.2% |
| Admin fee / account holder | $15 | $8,380-99.8% | $7,510-99.8% | $10,827-99.9% |